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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Breely is an innovative and adaptable online scheduling and business management solution tailored for service-oriented enterprises, enabling them to streamline appointment bookings, enhance client interactions, and optimize operational processes. This powerful tool empowers users to create personalized booking workflows, accept payments, and dispatch notifications via email and SMS, while also allowing for form customization, signature collection, resource management, and task automation, all within a single platform. Catering to diverse requirements ranging from straightforward appointment setups to complex arrangements for classes, workshops, and multi-resource bookings, Breely evolves alongside your business by incorporating features such as conditional booking logic, waitlisting, and branded booking pages. Additionally, it supports seamless calendar synchronization with platforms like Google, Office 365, and iCloud, alongside integrations with popular tools including Zoom and Google Meet. With comprehensive reporting capabilities, customizable client dashboards, custom fields, and options for HIPAA compliance, Breely also offers packages, coupons, and subscription management, ultimately helping to minimize administrative burdens while enhancing the overall client experience. Moreover, this platform stands out by constantly updating its features to meet the changing needs of its users, ensuring that businesses remain competitive in a fast-paced environment.

Description

Toolkit CRM is specifically designed for financial service teams to enhance their daily operations, streamline service delivery, and ensure a uniform client experience. With its integrated service model, teams can efficiently categorize clients into different classes, apply tailored service levels, and generate recurring appointments and tasks automatically based on the nature of each client relationship. Serving as an essential co-pilot for critical business processes, it intelligently assigns appropriate tasks to team members while meticulously logging all activities in the client’s profile. Additionally, customizable contact profiles allow teams to gather and maintain pertinent information for each client, and collaborative features like notes, automatic email tracking, as well as appointments and tasks, help keep every interaction well-organized and accessible. The system also includes a shared team calendar that seamlessly integrates with platforms like Google, Outlook, and iCloud, while the Scheduler offers branded booking pages, flexible availability options, unlimited scheduling links, and ensures real-time synchronization with the CRM. This comprehensive toolkit significantly boosts team productivity and enhances client satisfaction through its tailored features and efficient management capabilities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

iCloud Yes 
Facebook Yes 
Google Yes 
Google Analytics Yes 
Google Cloud Platform No 
Google Meet Yes 
Google Tag Manager Yes 
Microsoft 365 Yes 
Microsoft Outlook No 
Square Payments Yes 
Stripe Yes 
Zapier Yes 
Zoom Yes 

Integrations

iCloud Yes 
Facebook No 
Google No 
Google Analytics No 
Google Cloud Platform Yes 
Google Meet No 
Google Tag Manager No 
Microsoft 365 No 
Microsoft Outlook Yes 
Square Payments No 
Stripe No 
Zapier No 
Zoom No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$26 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Breely

Founded

2025

Country

United States

Website

www.breely.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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Alternatives

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